See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,826 | $89,753-43.4% | $107,525-52.7% | $84,808-40.1% |
| Participation rate | 30.8% | 68.1%-37.3pp | 75.1%-44.3pp | 68.3%-37.5pp |
| Annual return | 20.67% | 29.48%-8.8pp | 181.32%-160.6pp | 40.90%-20.2pp |
| Employer contribution / active EE | $709 | $3,113-77.2% | $3,754-81.1% | $2,631-73.0% |
| Participant deferral / active EE | $4,948 | $4,056+22.0% | $5,116-3.3% | $4,212+17.5% |
| Admin fee / account holder | $16 | $7,222-99.8% | $8,919-99.8% | $7,344-99.8% |